Debbie Wasserman Schultz Stock Portfolio

Simulatedⓘ

Democratic · House · FL

Debbie Wasserman Schultz's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$185K

Unrealized P&L

$129K

+230.4%

Realized P&L

-$965

Open Positions

Performance vs S&P 500

+3.9%

SPY +9.1%

α -5.2%

-1.9%

SPY +6.3%

α -8.2%

+51.0%

SPY +8.2%

α +42.7%

+137.1%

SPY +30.6%

α +106.5%

+346.4%

SPY +79.5%

α +266.8%

+101.0%

SPY +76.7%

α +24.4%

All

+138.8%

SPY +77.8%

α +61.0%

Head-to-head with S&P 500

Live Holdings7 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NGD	New Gold Inc	6,723	$1.19	$9.08	$61K	33.0%	+663.0%
AG AGI	Alamos Gold Inc Class A Common Shares	1,022	$7.83	$43.21	$44K	23.9%	+451.9%
ICHR	Ichor Holdings Ltd	569	$14.06	$73.77	$42K	22.7%	+424.7%
HL HL	Hecla Mining Company Common Stock	1,587	$5.04	$18.55	$29K	15.9%	+268.1%
SSYS	Stratasys Ltd	851	$9.40	$8.57	$7K	3.9%	-8.8%
QM QMCO	Quantum Corporation	77	$103.80	$9.52	$733	0.4%	-90.8%
EM EMKR	EMCORE Corporation	127	$62.80	$3.10	$394	0.2%	-95.1%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →